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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$61.62 +0.25 (+0.41%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for JPMorgan Active Value ETF (NYSEARCA:JAVA)

Number of
Institutional Buyers
(last 12 months)
160
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$125.06M
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JAVA Institutional Buying and Selling by Quarter

JPMorgan Active Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Weil Company Inc.63,888$4.06M1.2%+133.0%0.126%
4/30/2025Quotient Wealth Partners LLC20,722$1.32M0.0%N/A0.041%
4/30/2025Stratos Wealth Partners LTD.6,754$429K0.0%+3.7%0.013%
4/29/2025 Heritage Wealth Management Inc.17,939$1.14M0.4%+35.6%0.035%
4/29/2025 Envestnet Asset Management Inc.1,189,600$75.59M0.0%+465.1%2.353%
4/29/2025 Concurrent Investment Advisors LLC5,597$355K0.0%+16.9%0.011%
4/29/2025 Wayfinding Financial LLC16,823$1.07M0.5%-3.2%0.033%
4/29/2025 Olde Wealth Management LLC2,861$181K0.1%N/A0.006%
4/29/2025 MBA Advisors LLC4,657$296K0.1%N/A0.009%
4/28/2025 D.A. Davidson & CO.33,482$2.13M0.0%+1.5%0.066%
4/28/2025 Mutual Advisors LLC10,978$668K0.0%-85.2%0.022%
4/28/2025 Strategic Financial Concepts LLC4,431$282K0.1%+13.6%0.009%
4/28/2025 FSM Wealth Advisors LLC368,658$23.43M5.3%+2.9%0.729%
4/28/2025 DAVENPORT & Co LLC82,921$5.27M0.0%+123.6%0.164%
4/28/2025 Clear Creek Financial Management LLC13,079$831K0.1%N/A0.026%
4/25/2025 Westside Investment Management Inc.4,631$294K0.1%+15.6%0.009%
4/25/2025 Albion Financial Group UT4,850$308K0.0%+259.3%0.010%
4/25/2025 Convergence Financial LLC312,592$19.86M3.9%+1.7%0.618%
4/24/2025 3Chopt Investment Partners LLC31,517$2.00M0.5%+26.9%0.062%
4/23/2025 Western Wealth Management LLC38,081$2.42M0.2%N/A0.075%
4/23/2025 Perigon Wealth Management LLC53,328$3.39M0.1%+4.2%0.105%
4/23/2025 Daymark Wealth Partners LLC366,672$23.30M1.0%-4.1%0.725%
4/23/2025 Steph & Co.723,153$45.95M16.5%-1.1%1.431%
4/23/2025 Independence Asset Advisors LLC4,699$299K1.0%N/A0.009%
4/23/2025 Mascagni Wealth Management Inc.29,040$1.84M1.8%+7.3%0.057%
4/23/2025 Oppenheimer & Co. Inc.5,169$328K0.0%N/A0.010%
4/22/2025 5T Wealth LLC49,165$3.12M1.7%-9.9%0.097%
4/22/2025 Cambridge Investment Research Advisors Inc.100,834$6.41M0.0%+352.4%0.199%
4/22/2025 Crumly & Associates Inc.69,841$4.44M1.2%-66.6%0.138%
4/22/2025 Worth Financial Advisory Group LLC8,930$567K0.4%+21.5%0.018%
4/22/2025 Private Wealth Partners LLC13,150$836K0.1%+75.3%0.026%
4/21/2025 Avior Wealth Management LLC1,014,047$64.43M2.4%+5.6%2.006%
4/21/2025 Clear Point Advisors Inc.8,704$553K0.5%-4.9%0.017%
4/21/2025 Envestnet Portfolio Solutions Inc.6,630$421K0.0%N/A0.013%
4/21/2025 PUREfi Wealth LLC6,673$424K0.4%N/A0.013%
4/21/2025 MN Wealth Advisors LLC123,706$7.86M4.6%-7.2%0.245%
4/17/2025 Sagespring Wealth Partners LLC2,803,939$178.16M1.7%N/A5.547%
4/17/2025 Janney Montgomery Scott LLC1,477,361$93.87M0.3%+3.6%2.923%
4/17/2025 M.E. Allison & CO. Inc.10,516$668K0.7%+29.2%0.021%
4/17/2025 Cyndeo Wealth Partners LLC45,494$2.89M0.2%N/A0.090%
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4/17/2025 Good Life Advisors LLC12,505$795K0.1%+10.3%0.025%
4/17/2025 Fairvoy Private Wealth LLC10,305$655K0.2%N/A0.020%
4/17/2025 Exchange Traded Concepts LLC96,354$6.12M0.1%+4.6%0.191%
4/16/2025 Avaii Wealth Management LLC12,476$793K0.4%-92.6%0.025%
4/16/2025 Wealth Enhancement Advisory Services LLC29,068$1.85M0.0%+1.8%0.058%
4/16/2025 Krilogy Financial LLC11,494$730K0.0%+7.4%0.023%
4/16/2025 Twin Peaks Wealth Advisors LLC10,083$607K0.3%+120.5%0.020%
4/15/2025 GPS Wealth Strategies Group LLC6,414$408K0.1%-22.8%0.013%
4/14/2025 Farther Finance Advisors LLC10,843$688K0.0%+31.7%0.021%
4/14/2025 Daymark Wealth Partners LLC366,672$23.30M0.8%-4.1%0.725%
4/14/2025 CMH Wealth Management LLC43,806$2.78M0.7%-0.9%0.087%
4/14/2025 Priebe Wealth Holdings LLC34,513$2.19M1.4%+24.1%0.068%
4/14/2025 Orrstown Financial Services Inc.605,828$38.49M9.2%+600.4%1.198%
4/14/2025 Gemmer Asset Management LLC78,925$5.02M0.5%+0.2%0.156%
4/11/2025 GGM Financials LLC85,016$5.40M3.7%+1.2%0.172%
4/11/2025 Alliance Wealth Advisors LLC8,950$569K0.3%-81.0%0.018%
4/11/2025 SeaCrest Wealth Management LLC5,266$335K0.0%+9.8%0.011%
4/11/2025 Unique Wealth LLC216,219$13.74M2.6%N/A0.436%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,280$81K0.0%N/A0.003%
4/10/2025 Lake Street Private Wealth LLC14,988$952K0.2%-10.8%0.030%
4/10/2025 Sugar Maple Asset Management LLC27,264$1.73M1.4%+48.3%0.055%
4/10/2025 Firethorn Wealth Partners LLC7,187$457K0.2%+7.8%0.015%
4/10/2025 Strategic Planning Group LLC29,423$1.87M0.4%-43.1%0.059%
4/10/2025 Triangle Securities Wealth Management237,946$15.12M3.9%+1.4%0.480%
4/9/2025 Harbor Investment Advisory LLC5,211$331K0.0%+25.8%0.011%
4/9/2025 Arlington Financial Advisors LLC311,189$19.77M3.5%+18.2%0.628%
4/7/2025 AdvisorNet Financial Inc6,090$387K0.0%+7.4%0.012%
4/1/2025 MassMutual Private Wealth & Trust FSB27,685$1.76M0.1%-18.0%0.056%
3/24/2025 Mascagni Wealth Management Inc.29,040$1.84M1.6%N/A0.064%
3/17/2025 Wealth Enhancement Advisory Services LLC28,559$1.81M0.0%+7.4%0.063%
2/25/2025B. Riley Wealth Advisors Inc.10,313$653K0.0%+91.9%0.023%
2/21/2025Ascent Group LLC14,678$929K0.1%+4.6%0.033%
2/21/2025WNY Asset Management LLC438,396$27.75M3.4%+3.6%0.994%
2/19/2025ARQ Wealth Advisors LLC150,663$9.54M3.6%-0.6%0.342%
2/19/2025WCG Wealth Advisors LLC351,056$22.22M1.5%+179.1%0.796%
2/18/2025First Heartland Consultants Inc.39,913$2.53M0.2%N/A0.209%
2/17/2025Visionary Wealth Advisors32,836$2.08M0.1%-46.3%0.172%
2/17/2025Royal Bank of Canada317,388$20.09M0.0%+41.3%1.662%
2/17/2025LRI Investments LLC9,000$570K0.0%N/A0.047%
2/17/2025Focus Partners Wealth323,780$20.50M0.1%N/A1.695%
2/17/2025Cetera Investment Advisers973,029$61.59M0.1%+7.0%5.094%
2/17/2025Captrust Financial Advisors85,093$5.39M0.0%-4.7%0.446%
2/17/2025Citadel Advisors LLC32,506$2.06M0.0%-96.6%0.170%
2/17/2025Cary Street Partners Financial LLC1,600$101K0.0%N/A0.008%
2/17/2025Bank of America Corp DE195,018$12.35M0.0%+1,969.2%1.021%
2/17/2025Benjamin Edwards Inc.23,577$1.49M0.0%-0.9%0.123%
2/17/2025Ameriprise Financial Inc.1,432,236$90.66M0.0%+0.0%7.499%
2/14/2025Jane Street Group LLC66,346$4.20M0.0%N/A0.347%
2/14/2025Keyvantage Wealth LLC14,614$925K0.7%N/A0.077%
2/14/2025Integrated Wealth Concepts LLC101,850$6.45M0.1%+0.2%0.533%
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2/14/2025Susquehanna International Group LLP69,034$4.37M0.0%+197.3%0.361%
2/14/2025IHT Wealth Management LLC4,403$279K0.0%-72.2%0.023%
2/14/2025Stifel Financial Corp177,615$11.24M0.0%+5.1%0.930%
2/14/2025MML Investors Services LLC74,348$4.71M0.0%-3.2%0.389%
2/14/2025GeoWealth Management LLC8,952$567K0.0%-3.3%0.047%
2/13/2025CreativeOne Wealth LLC42,831$2.71M0.1%+12.0%0.224%
2/13/2025 3Chopt Investment Partners LLC24,841$1.57M0.5%+11.7%0.130%
2/13/2025Synovus Financial Corp34,530$2.19M0.0%-50.9%0.181%
2/13/2025Raymond James Financial Inc.520,388$32.94M0.0%N/A2.725%
2/13/2025Advisory Services Network LLC7,548$478K0.0%N/A0.040%
(Data available from 1/1/2016 forward)

JAVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JAVA shares?

During the previous two years, 192 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($647.64M), LPL Financial LLC ($179.23M), Sagespring Wealth Partners LLC ($178.16M), Janney Montgomery Scott LLC ($93.87M), Ameriprise Financial Inc. ($90.66M), Envestnet Asset Management Inc. ($75.59M), and Avior Wealth Management LLC ($64.43M).Learn more on JAVA's institutional investors.

Which institutional investors have been buying JPMorgan Active Value ETF stock?

Of the 185 institutional investors that purchased JPMorgan Active Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($9.52M), Sagespring Wealth Partners LLC ($2.80M), LPL Financial LLC ($1.45M), Envestnet Asset Management Inc. ($1.08M), Raymond James Financial Inc. ($1.04M), Janney Montgomery Scott LLC ($1.01M), and Cetera Investment Advisers ($869.92K).

How much institutional buying is happening at JPMorgan Active Value ETF?

Institutional investors have bought a total of 28,143,753 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions.

Which JPMorgan Active Value ETF major shareholders have been selling company stock?

Of the 65 institutional investors that sold JPMorgan Active Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($922.59K), Beaumont Financial Advisors LLC ($288.61K), Financial Connections Group Inc. ($278.90K), Crumly & Associates Inc. ($191.42K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($172.89K), Strategic Planning Group LLC ($167.16K), and Avaii Wealth Management LLC ($155.35K).

How much institutional selling is happening at JPMorgan Active Value ETF?

Institutional investors have sold a total of 2,922,424 shares in the last 24 months. This volume of shares sold represents approximately $174.39M in transactions.



This page (NYSEARCA:JAVA) was last updated on 4/30/2025 by MarketBeat.com Staff
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